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Richardson Capital Management’s Chevron CVX Stock Holding History

Richardson Capital Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Hold
615
– – 0.04% 87
2026
Q1 		$127K Hold
615
– – 0.06% 67
2025
Q4 		$93.7K Hold
615
– – 0.05% 75
2025
Q3 		$95.5K Buy
615
+215
+54% +$33.3K 0.05% 71
2025
Q2 		$57.3K Hold
400
– – 0.03% 81
2025
Q1 		$66.9K Buy
400
+35
+10% +$5.48K 0.04% 73
2024
Q4 		$52.9K Hold
365
– – 0.03% 73
2024
Q3 		$53.8K Hold
365
– – 0.04% 63
2024
Q2 		$57.1K Hold
365
– – 0.04% 61
2024
Q1 		$57.6K Buy
+365
New +$55.1K 0.05% 57

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Richardson Capital Management's CVX Position: Q2 2026 in Review

Richardson Capital Management held its Chevron (CVX) position steady in Q2 2026 at 615 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #87.

Richardson Capital Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $127K in Q1 2026. 2,333 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Richardson Capital Management held 615 shares of Chevron worth $102K as of Q2 2026.
  • Richardson Capital Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.04% of Richardson Capital Management's portfolio in Q2 2026, its #87 holding.
  • Richardson Capital Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Richardson Capital Management's Chevron position peaked at $127K in Q1 2026.
  • 2,333 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.